TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.4M
3
+$19.9M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$17.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.1M

Top Sells

1
+$33.1M
2
+$27.7M
3
+$14.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.88M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.93M

Sector Composition

1 Technology 7.67%
2 Financials 4.86%
3 Healthcare 4.56%
4 Industrials 3.38%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.03M 0.09%
15,017
-7,453
177
$3.02M 0.09%
14,588
+1,244
178
$2.99M 0.09%
35,885
+981
179
$2.99M 0.09%
129,127
+6,901
180
$2.98M 0.09%
85,966
+8,919
181
$2.95M 0.08%
46,938
+10,465
182
$2.93M 0.08%
100,614
+3,546
183
$2.92M 0.08%
29,973
-1,747
184
$2.89M 0.08%
11,046
+475
185
$2.88M 0.08%
29,957
+13,797
186
$2.87M 0.08%
17,882
+522
187
$2.87M 0.08%
19,697
+77
188
$2.86M 0.08%
8,636
+470
189
$2.86M 0.08%
1,470
-41
190
$2.85M 0.08%
94,117
+11,339
191
$2.83M 0.08%
19,075
+53
192
$2.81M 0.08%
12,079
+1,193
193
$2.78M 0.08%
39,210
+1,210
194
$2.78M 0.08%
27,736
-994
195
$2.77M 0.08%
19,736
+16,627
196
$2.76M 0.08%
79,188
+276
197
$2.73M 0.08%
7,250
+54
198
$2.7M 0.08%
10,268
-62
199
$2.7M 0.08%
7,280
+52
200
$2.69M 0.08%
3,480
-3,201
6 7
8
9 10